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Hyperion Planning 2.0Hyperion Planning 2.0Product Overview
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What is Hyperion Planning?
Hyperion Planning is aWeb-based, multi-tiered budget and
planning solution built on Hyperion Essbase OLAP Server.
Hyperion Planning is a comprehensive approac
hfor t
he
complete and closed-loop planning process that drives
continuous business improvement.
Hyperion Planning offers an efficient and optimized budget
planning process to all levels within an organization. Alldecision makers and line-level managers can communicate
together giving them the ability to make budget plans relevant
and useful.
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Features & Benefits of Hyperion Planning
Facilitates collaboration, communication, and control across multi-
divisional global enterprises.
Maximizes employee involvement in the business planning process.
Provides a framework for perpetual planning, with attention to
managing volatility and frequent planning cycles.
Lowers the total cost of ownership through a shorter roll out and
implementation phase.
Promotes modeling by including complex business rules and
allocations.
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Hyperion Planning and Corporate Objectives
Mr. Sales
Director of Sales
Objective: To increase revenue and maximize sales potential
Solution: Customer Budgeting, Customer Modeling (identify. DRIVERS)
Mr. Marketing
Director of Marketing
Objective: To increase corporate potential from the product side
Solution: Detailed Budgeting of Products, Advertising and Promotion Planning
Mr. Finance
CFO
Objective: To improve profitability by analyzing corporate spending and revenue
Solution: HP Calendar supports 5-4-4, 12 Month, Adv. Currency Support
Mr. CEO
CEO
Objective: To align all corporate goals
Solution: Business Unit Consolidations, Bottom Up Enterprise Budgeting
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Hyperion Planning Budgeting Process
The Hyperion Planning Process lets users track the progress
of a budget from any level in the organization using aWeb-
based client.
First
Pass
Under
Review
(Not)
Signed
Off
Approved
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Planning Process Options
With the Hyperion¶s Planning Process users can:
Approve a planning unit from any process state
Track the approval path independently
Add annotations and comments at each pass through the review
process
Identify accountability through ownership
Audit information through annotations and process status
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The Hyperion Planning Process
Not Started First PassUnder
ReviewSigned Off Approved
Not SignedOff
Start
Exclude
Promote Sign-off Promote
Promote
Sign-off Reject
Approve
Approve
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Planning Units A Planning Unit is the combination of scenario¶s, versions, and entities.
Planning Unit diagram
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Hyperion Planning Unit Features
Create Planning Units -- The Planning Desktop tool can create
Dimensions, Entities, Currencies, Scenarios, and Time.
View the status of Planning Units ± The web client interface can
check the status of Planning Units
Start the reviewing process ± The reviewing process is started and
Planning Unit states begin.
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Application Link
Hyperion Planning Multi-tier Architecture
Relational
Essbase
Web Client
Excel Add-In
Data Tier Middle Tier Client Tier
Business Rules
Desktop Admin
Hyperion Reports
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Hyperion PlanningWeb Client Features
Web based Client-Tier
Enter data and manage processes.
Create and manage forms. Assign security.
Set business rules.
Check and manage planning status.
Manage all aspects of the
planning cycle. Copy scenarios between
versions types.
View history andannotations.
Setup email notifications.
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Hyperion PlanningWeb Client
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Hyperion Planning Excel Add-in Features
Excel Add-in Client-Tier
Enter, analyze and
report planning data
through Excel.
Create budget templates
using Excel worksheets.
Assign business rules to
planning types.
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Hyperion Planning Excel Add-in
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Hyperion Planning Desktop Features
Client\Server Middle-Tier
Application wizard.
Application design tools.
Assign security.
Set Business Rules.
Performance tuning
Custom dimension
management.
Easy time dimension setup.
(5-4-4, 12 Month calendar) Easy Currency conversions.
(over 30 types)
Uses metadata for all
changes to Essbase.
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Hyperion Planning Desktop
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Hyperion Business Rules¶ Features
HBR Middle-Tier
Create standard
business logic for
Hyperion Planning
Items like Clear data,Perform
aggregations, Copy
Data are all stored in
one logical rule file.
Command scripting
for automation of business rules.
Integrated throughout
Hyperion Planning¶s
client applications.
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Hyperion Business Rules
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Hyperion Application Link Features
ETL tools Data-Tier
³Building Blocks´ areused to organizeconnections.
Offers formula¶s for data transformation.
Hyperion Planningcomes with AL building block.
Script language for
automating data loads. ODBC, Text Files,
ERP (SAP/JDE)connectors supported.
Source data
Extract
Transfer
Load
Hyperion
Planning
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Hyperion Application Link
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Hyperion Essbase Server Features
Essbase Data-Tier
Industry market
leader in OLAP
databases (based on
revenue)
Strong analytic
calculation engine.
Security filters.
Script language for
automating processes
like data calculations,and command
executions.
Multi-dimensional
data storage
(MOLAP).
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Hyperion Essbase Server
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Conclusion
Hyperion Planning is a powerful budgeting tool designed to save operating
cost during the budgeting and planning process.
Hyperion Planning is an enterprise budgeting solution which satisfies many
budgetary requirements within an organization.
Hyperion Planning is easy to use and offers a powerful web client interface
withmany features. (Data Entry and Process Management)
Hyperion Planning allows companies to leverage existing technologies
while saving implementation and operation costs.
Hyperion Planning can give a standard process to the daunting task of
enterprise planning and budgeting.(Hyperion Planning Process)
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Question and Answer Session
To discuss how Hyperion Planning fits within
your organization please contact Dimensional
Technologies at [email protected]
Or go to our web site for more informationabout the services we provide.
www.dimensionaltechnologies.com
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